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Lawrence Chiarello

@Skyview Investment Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$601.52MTotal holdings306
Assets growth rate7.3%Assets growth rate (2-Q avg)5.51%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Skyview Investment Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 306 positions.

Assets under management

The assets under management (AUM) of Skyview Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 601.52M in assets, with a quarterly growth rate of 7.3% and a 2-quarter average growth rate of 5.51%. The portfolio is managed by Lawrence Chiarello, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CPCanadian Pacific Kansa F
Recent Activity
Increased 4.42%
1.08%
$6.464M
75,569 shares@ $85.54 avg price
METAMeta Platforms Inc-class A
Recent Activity
Decreased -1.62%
1.07%
$6.382M
11,149 shares@ $572.43 avg price
VVisa Inc-class A Shares
Recent Activity
Increased 4.43%
1%
$5.983M
21,761 shares@ $274.95 avg price
EWJIshares Msci Japan Etf
Recent Activity
Increased 1.95%
0.93%
$5.565M
77,788 shares@ $71.55 avg price
IBKRInteractive Brokers Gro-cl A
Recent Activity
Increased 1.26%
0.86%
$5.152M
36,971 shares@ $139.36 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 2.34%
0.81%
$4.821M
11,184 shares@ $431.07 avg price
CNICanadian Natl Railwy F
Recent Activity
Increased 4.97%
0.79%
$4.712M
40,218 shares@ $117.17 avg price
VIGVanguard Dividend Appreciation Etf
Recent Activity
0.71%
$4.226M
21,335 shares@ $198.08 avg price
IEFAIshares Core Msci Eafe Etf
Recent Activity
0.64%
$3.817M
48,909 shares@ $78.05 avg price
SEMRSemrush Holdings Inc-a
Recent Activity
Decreased -2.41%
0.56%
$3.316M
211,054 shares@ $15.72 avg price